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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZM overviewAll 13F holders of ZMFull Q2 2026 holdings

Shares (Q2 2026)
11,853
Value
$1.02M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ZM by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,853$1.02M0.1%+1,970+19.9%AddedHolders
Q1 20269,883$794.5K0.1%−11,913−54.7%ReducedHolders
Q4 202521,796$1.88M0.1%+4,892+28.9%AddedHolders
Q3 202516,904$1.39M0.1%−8,831−34.3%ReducedHolders
Q2 202525,735$2.01M0.2%−1,038−3.9%ReducedHolders
Q1 202526,773$1.98M0.1%−7,574−22.1%ReducedHolders
Q4 202434,347$2.80M0.2%−8,945−20.7%ReducedHolders
Q3 202443,292$3.02M0.2%−23,921−35.6%ReducedHolders
Q2 202467,213$3.98M0.3%−19,742−22.7%ReducedHolders
Q1 202486,955$5.68M0.5%−1,098−1.2%ReducedHolders
Q4 202388,053$6.33M0.6%−52,412−37.3%ReducedHolders
Q3 2023140,465$9.82M1.0%+83,391+146.1%AddedHolders
Q2 202357,074$3.87M0.4%−7,913−12.2%ReducedHolders
Q1 202364,987$4.80M0.5%−14,918−18.7%ReducedHolders
Q4 202279,905$5.41M0.6%−22,992−22.3%ReducedHolders
Q3 2022102,897$7.57M0.8%−11,281−9.9%ReducedHolders
Q2 2022114,178$12.3M1.3%−4,362−3.7%ReducedHolders
Q1 2022118,540$13.9M1.2%−5,198−4.2%ReducedHolders
Q4 2021123,738$22.8M2.0%−783−0.6%ReducedHolders
Q3 2021124,521$34.7M3.1%+124,521NewHolders
Q2 20210$00.0%−79,528−100.0%Sold outHolders
Q1 202179,528$25.6M3.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.